David F. Royer will discuss how to help your prospects understand why getting a second opinion from you can save them thousands in IRS Penalties, prevent Rapid Taxation, and reduce excessive fees and loads.
During this web class replay, you’ll learn:
- How to use Life Insurance to pay the tax on a Roth Conversion.
- How to use Annuities to do a Partial Roth Conversion with no out-of-pocket conversion tax.
By the year 2018, the IRA Rollover Market will increase to $515 billion, which means $24 TRILLION in Retirement Assets will go into MOTION!